WallStSmart

Chubb Ltd (CB)vsPalomar Holdings Inc (PLMR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 6707% more annual revenue ($59.63B vs $875.97M). PLMR leads profitability with a 22.5% profit margin vs 17.3%. CB trades at a lower P/E of 12.6x. PLMR earns a higher WallStSmart Score of 72/100 (B).

CB

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.3
Piotroski: 4/9

PLMR

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 8.0Value: 8.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CBUndervalued (+73.1%)

Margin of Safety

+73.1%

Fair Value

$1202.76

Current Price

$323.21

$879.55 discount

UndervaluedFair: $1202.76Overvalued
PLMRUndervalued (+60.8%)

Margin of Safety

+60.8%

Fair Value

$336.02

Current Price

$121.84

$214.18 discount

UndervaluedFair: $336.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CB6 strengths · Avg: 8.2/10
Market CapQuality
$126.41B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.2%8/10

Strong operational efficiency at 24.2%

EPS GrowthGrowth
27.9%8/10

Earnings expanding 27.9% YoY

Free Cash FlowQuality
$4.76B8/10

Generating 4.8B in free cash flow

PLMR6 strengths · Avg: 9.0/10
Revenue GrowthGrowth
62.7%10/10

Revenue surging 62.7% year-over-year

EPS GrowthGrowth
59.9%10/10

Earnings expanding 59.9% YoY

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

Areas to Watch

CB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.862/10

Expensive relative to growth rate

PLMR1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CB

The strongest argument for CB centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.3% and operating margin at 24.2%.

Bull Case : PLMR

The strongest argument for PLMR centers on Revenue Growth, EPS Growth, Return on Equity. Profitability is solid with margins at 22.5% and operating margin at 28.7%. Revenue growth of 62.7% demonstrates continued momentum.

Bear Case : CB

The primary concerns for CB are PEG Ratio.

Bear Case : PLMR

The primary concerns for PLMR are Piotroski F-Score.

Key Dynamics to Monitor

CB profiles as a mature stock while PLMR is a growth play — different risk/reward profiles.

PLMR carries more volatility with a beta of 0.53 — expect wider price swings.

PLMR is growing revenue faster at 62.7% — sustainability is the question.

CB generates stronger free cash flow (4.8B), providing more financial flexibility.

Bottom Line

PLMR scores higher overall (72/100 vs 69/100), backed by strong 22.5% margins and 62.7% revenue growth. CB offers better value entry with a 73.1% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Chubb Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.

Palomar Holdings Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Palomar Holdings, Inc., an insurance holding company, offers specialized property insurance to residential and commercial clients. The company is headquartered in La Jolla, California.

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